Used to manage the point limit of each card type. Update a customer's membership rule when a customer in the selected group or a specific customer reaches the rule's minimum score.
Create the New Membership Rule
To add a membership rule to your organization:
- Step 1. Go to Memberships menu under Customer Loyalty module from the left sidebar.
- Step 2. Select Membership rules tab -> Click on the New button.
- Step 3. In the Add membership rule popup, fill in the following details:
1. Enter the Name
2. Select the Customer group
3. Select the Customer
4. Select the Card
5. Enter the Point from
6. Enter the Point to
7. Enter the Description - Step 4. Click on the Save button
Edit Membership Rule
To edit the details of an existing membership rule:
- Step 1. Go to Memberships menu under Customer Loyalty module from the left sidebar.
- Step 2. Select Membership rules tab -> Select the membership rule to be edited and click Edit button
- Step 3. Make the necessary changes and click Save button
Delete Membership Rule
If a membership rule is no longer operational, you can delete it. To delete a membership rule:
- Step 1. Go to Memberships menu under Customer Loyalty module from the left sidebar.
- Step 2. Select Membership rules tab -> Select the membership rule to be deleted and click Delete button
- Step 3. Confirm your selection in the following pop-up. The membership rule will be deleted
